Schrum Private Wealth Management LLC Technology Sector Spdr Transaction History
Schrum Private Wealth Management LLC
- $111 Million
- Q2 2024
A detailed history of Schrum Private Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 999 shares of XLK stock, worth $225,064. This represents 0.2% of its overall portfolio holdings.
Number of Shares
999
Previous 999
-0.0%
Holding current value
$225,064
Previous $208,000
8.65%
% of portfolio
0.2%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,199Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.02 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.41 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.13 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.59 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.22 Billion0.44% of portfolio